Estate of Jameson

208 P.2d 54, 93 Cal. App. 2d 35
CourtCalifornia Court of Appeal
DecidedJuly 19, 1949
DocketCiv. No. 16994
StatusPublished
Cited by21 cases

This text of 208 P.2d 54 (Estate of Jameson) is published on Counsel Stack Legal Research, covering California Court of Appeal primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Estate of Jameson, 208 P.2d 54, 93 Cal. App. 2d 35 (Cal. Ct. App. 1949).

Opinion

93 Cal.App.2d 35 (1949)

Estate of GRACE BESSIRE JAMESON, Deceased. JOHN D. HOME as Administrator with Will Annexed, Respondent, etc.
v.
DEAN BURTON BESSIRE et al., Appellants.

Civ. No. 16994.

California Court of Appeals. Second Dist., Div. One.

July 19, 1949.

William A. Monten and John A. Ellis for Appellants.

Keane & Wickhem for Respondent.

DRAPEAU, J.

This is an appeal by remaindermen from an order approving report of administrator with the will annexed concerning the status of certain properties, determining that they were held in joint tenancy and therefore not assets of the instant estate; ordering partial distribution of a life estate in real property to the life tenant, and instructing said administrator concerning the payment by the remaindermen of their proportionate share of costs of administration.

Grace Bessire Jameson died on July 10, 1946, leaving a will which was admitted to probate on October 7, 1946, by the terms of which she devised to her husband, James Marion Jameson, a life estate in a parcel of real property which she declared was her separate property, and in the event of his death, or if he did not survive distribution of her estate, said real property to go in equal shares to her nephews, appellants here. *37

Decedent declared that with the exception of such parcel of realty "all other property that I own at the date hereof is community property owned by myself and my husband; it is my intention to hereby dispose of all property that I am entitled to dispose of by law." All the rest and residue of her estate, decedent devised and bequeathed to her husband "if he survives distribution of my estate"; otherwise it should go to her stepsons.

On March 24, 1947, petitioner was appointed administrator with the will annexed, and on April 22, 1948, he filed his first account current and petition for allowance of fees, to which one of the exceptions made thereto was that said administrator had not fully accounted for all the assets of the estate. Thereafter the court settled said account and found that said administrator did not have in his possession or under his control any property belonging to the estate other than as set forth in his account, the inventory and appraisement and the supplemental inventory and appraisement, and directed that "the administrator should investigate and determine whether or not there are other assets of the estate which should be brought into the estate."

Upon completion of his investigation, petitioner reported that "there were and are no other assets of this deceased which should be brought into the estate." Also, that he found "no evidence whatever of any agreement between deceased and James Marion Jameson that the foregoing property held in joint tenancy was to be considered, or was in fact, community property of said parties."

Based upon such report and the objections and demurrer of appellants thereto, the court made the order from which this appeal is taken, to wit:

A. Settling the report of the administrator C.T.A.;

B. Decreeing that there are no other assets belonging to deceased whatsoever which have not been included by such administrator in the inventory and appraisement;

C. That any cash, bank accounts, automobile, trailer, stock, burial funds, or insurance jointly held by deceased and surviving husband "was and is joint tenancy property and no part of the estate of said deceased."

D. "That there are sufficient funds available in said estate, from the income from the real property to which James Marion Jameson is entitled, to pay his proportionate share or charges, all fees and expenses; ... that James Marion Jameson *38 is entitled to partial distribution of his life estate in the real property as prayed for"; and ordered such distribution.

The court further ordered that the administrator C.T.A. compute the amount necessary to close and settle the estate "including all charges, expenses of administration, statutory and extraordinary Administrator C.T.A. and attorney fees"; prorate the same between remaindermen and life tenant "after first exhausting the small amount of residue in said estate"; and "There being no funds available in said estate with which to pay the remaindermen's pro rata share of the total amount necessary to close said estate"; that administrator make demand for payment by remaindermen within 30 days, and for failure to pay to sell remaindermen's interest in order to raise funds to pay such share, any excess to be distributed to said remaindermen.

Appellants urge that the court erred in decreeing that the income from the real property from the date of death of testatrix belongs to the life tenant, and assert that "if the gift of the life estate does not vest until Mr. Jameson survive distribution," then the income from the real property is now available for expenses of administration; hence there is no need of contribution from appellants.

[1] The condition here imposed is worded as follows: "If my husband, James Marion Jameson, survives distribution of my estate, I give, devise and bequeath to him a life estate for the remainder of his natural lifetime in and to the following described real property: (description) ..."

"Upon the death of my husband, his life estate shall forthwith terminate, or if my husband does not survive distribution of my estate, said real property shall, in either event, go in equal shares to my nephews. ..."

"All the rest and residue of my estate, I give, devise and bequeath to my husband, James Marion Jameson, if he survives distribution of my estate. ..."

"If my husband, James Marion Jameson, does not survive distribution of my estate, I give, devise and bequeath all the rest and residue of my estate in equal shares to my stepsons. ..."

In discussing the difference between contingent and vested remainders, the following appears in Estate of Blake, 157 Cal. 448, 459 [108 P. 287]: "The general rule is that where the legacy or devise is given to a person to be paid at a future time, it vests immediately. When, however, it is not given until a future time it is contingent and does not vest until *39 that time occurs. As said in the note to Goebel v. Wolf, 113 N.Y. 405 [10 Am.St.Rep. 470, 21 N.E. 388], quoted approvingly by this court in In re Rogers, 94 Cal. 526, 530 [29 P. 962]: 'The leading inquiry upon which the question of vesting or not vesting turns is, whether the gift is immediate, and the time of payment or of enjoyment only postponed, or is future and contingent, depending upon the beneficiary arriving of age, or surviving some other person, or the like ... According to the prevailing doctrine, a postponement of the time of payment will not of itself make a legacy contingent unless it be annexed to the substance of the gift; or, as it is sometimes put, unless it be upon an event of such a nature that it is to be presumed that the testator meant to make no gift unless that event happened. Thus, where the legacy is given, payable or to be paid when the legatee attains the age of twenty-one years, the legacy vests immediately upon the death of the testator. It is a present gift, the time of payment only being postponed; but where the time is annexed, not to the payment only, but to the gift itself--as when the legacy is given to the legatee at twenty-one, or "if" or "when" he attains the age of twenty-one--the legacy does not vest until the legatee attains that age. His attaining the age specified is a condition precedent; and if the condition be not fulfilled the legacy never vests.' "

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Bluebook (online)
208 P.2d 54, 93 Cal. App. 2d 35, Counsel Stack Legal Research, https://law.counselstack.com/opinion/estate-of-jameson-calctapp-1949.